To The Moon

Hi Tigers,

last week's 💰 💰Exclusive! Top 12 Most Recommended SGX Stocks By Tigers was quite acceptable by SG market investors.

This week we finished sorting the most popular S-REITs by Tigers.

Please read the full texts, getting the most recomended 10 S-REITs with key insights from tigers,  be sure you don't do any transcation before you did research or analysis first.

Happy investing to you all💰 💰

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1. $FRASERSCENTREPOINT TRUST(J69U.SI)$

$FRASERS CENTREPOINT TRUST(J69U.SI)$ or FCT, is a retail REIT with a portfolio of 9 suburban retail malls and an office building near MRTs, with jewels like Causeway Point, Northpoint, Tiong Bahru Plaza etc, with total assets under management (AUM) of S$6.1 billion, it has almost 2.2 million square feet of net lettable area.

Many tigers like it because for its resilience and strong recurring revenue.The REIT reported a respectable set of earnings for its fiscal 2022’s first half (1H2022) ended 31 March 2022.Gross revenue inched up 1.5% year on year to S$176.2 million while net property income (NPI) increased by 3.8% year on year to S$130.5 million.

Distribution Per Unit(DPU) edged up 2.3% year on year to S$0.06136, and units of FCT offered a trailing 12-month distribution yield of 5.2%.

Tigers like it because no matter pandemic or not, people love malls and will visit. It is very resilient to external factors, expected to provide long term stable yield, Pays a gd dividend of around 5%。

By June 2nd，The YTD Performance 1.78%, The upward trend is still.

2. $PARKWAYLIFE REIT(C2PU.SI)$

The Singapore-Based health REIT owns a total of 56 properties with assets under management worth around S$2.3 billion as of 31 March 2022.

Tigers mentioned it as the most defensive REIT to invest in, is a oasis of green in a sea of reds. Not only recession proof but pandemic proof as well since Parkwaylife Reit owns hospitals and Aged Care homes. Healthcare is an essential service and a great hedge against inflation too.

In AR 2021 we can see DPU has grown 122.8%. For its 1Q2022 business update, the revenue and net property income rise by 2.3% and 1.9% YOY, respectively.

Most importantly it has been paying steady and increasing dividends since its IPO in 2007. It is what I call "Safety in a Storm".

The REIT’s gearing stood at 34.5% with a very low effective cost of debt of just 0.56% and still has significant room for acquisitions to further boost its DPU.

By June 2nd, TheYTD Performance -3.73%, In the past three years, the average return of this REITs is 27%.

3. $CapLand IntCom T(C38U.SI)$

This is the first and largest real estate investment trust (REIT)in Singapore, have quite a well diversived portfolio (retails, offices, and integrated developments) .

Tigers like it because of its track record is awesome and it's also easy to see how the reit is doing, most of the malls under this reit are malls locals visit regularly, It is good time to ride on the wave of recovery. Increasingly packed offices and already packed to the brim malls.

Also in this time of high inflation REITs are known to be good inflation hedge. Capitaland's portfolio can be categorized as short term leases, which allows the price to be increased following inflation.

What's more it's performance and dividend are not bad for consideration,Tigers believe it is a good stock to buy and hold for long term.

By June 2nd,The YTD Performance in 2022 is 8.54%, performed better than previous 2 years.

4. $SUNTEC REAL ESTATE INV TRUST(T82U.SI)$.

This REIT is engaged in investing income producing real estate and related assets in Singapore, Australia and UK. The company has both office and shopping space in Maria Bay and some other commercial center. Its resilience mall & offices in urban locations near MRTs.

Pandemic or not, people love malls and will visit plus worm.The recent 3 years see income huge increase, gross revenue rose 13.9% YOY to S$99.2 million while NPI climbed by 24.9% year on year to S$74.3 million.

DPU rose 16.9% YOY to S$0.02391, mainly due to new contributions from the recently-acquired Minster Building in the UK and higher rental income from both Suntec City’s office and mall. Suntec REIT’s aggregate leverage stood at 43.3% as of 31 March 2022 with a low cost of debt of 2.31%.

The blance sheet and cashflow statement,and dividend yields are healthy, worth a long-term investment. Conferences coming soon and their properties overseas doing well too.

T82U.SI YTD Performance in 2022 is 13.61%, will you consider it as a long term choice?

5. $CapLand China T(AU8U.SI)$

Listed on Singapore Exchange Securities Trading Limited on 8 December 2006, CRCT is the first pure-play China retail Real Estate Investment Trust (REIT) in Singapore.）,The company invests in China, HongKong and Macau, with many notable shopping malls.

This REIT's income statement is healthy and stability, they have diversified into other new economy properties such as Logistic And Business Parks.

Although last year seems not profit,but it gives sustainable dividend, In the case of CapitaLand China Trust, it has a TSR (total shareholder return)of 1.4% for the last 5 years. long term shareholders have made money, with a gain of 0.3% per year over half a decade.

The YTD performance in 2022 is like -1.71%. The recent uptick of 4.5% seems to be a positive sign.

6. $MAPLETREE LOGISTICS TRUST(M44U.SI)$

$(M44U.SI)$ or MLT, were a bastion of stability throughout the past two years.  It's MLT’s portfolio of 183 properties continued to display resilience.

The recent quarterly gross revenue increased 16.5% YOY, Net property income grew 14.9% YOY，revenue rose 20.9% YOY. See 4 Points to Note From Mapletree Logistic Trust, It is always a good feeling when dividends make their way into your bank account.

MLT has also raised its DPU without fail since 2012. It will definitely benefit when many countries open up and with many tourist visiting their malls.

MLT and employs 5 people, holds a total of 4.67 Billion outstanding shares, With aggregate leverage at 36.8% and a history of accretive acquisitions,it will be bigger and stronger after the merger.

The recent price has corrected quite a bit, YTD in 2022 is -11.23% ,Tigers feel is looking pretty attractive at current levels.

7. $NETLINK NBN TRUST(CJLU.SI)$

Established in Singapore, NetLink NBN Trust (CJLU.SI) provides a nationwide network as the foundation of Singapore’s Next Generation Nationwide Broadband Network.

It's quarterly revenue in 2022 Q1grew 2.5% year-on-year (YoY) to SGD377.6m, which was broadly within expectations.

Not affected by inflation ,wars or recession, it is a good stock in times of rate hikes! Because of the power of monopoly. No competition yet .

Very stable stock. not volatile. It is fundamentally a robust stock with a 5% good Dividends and increasing.

The $(CJLU.SI)$ YTD in 2022 is -1.44%, the average return of previous 3 years are 16%.

8. $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$

$MAPLETREE INDUSTRIAL TRUST(ME8U.SI) or MIT，With a strong sponsor in Mapletree Investments Pte Ltd and a portfolio of high-quality industrial properties and data centres.

MIT was a REIT with good mix of properties you could be confident would sail through most economic storms unscathed, as people always need to have essentials..

The REITs have also grown their DPU without fail during Singapore’s previous recession in 2020.

The near term catalyst of merger plus half yearly dividend play helped the REIT offers an enticing historical yield of 5.7% for income-driven investors, significantly higher than the 3.6% almost 18 months ago.

MIT at S$2.47 now, also close to its 52-week low,The YTD in 2022 is -8.49%.

9. $SASSEUR REIT(CRPU.SI)$

SASSEUR REIT is the first pure outlets REIT listed in Southeast Asia. Currently, it manages four outlets in Chongqing, Hefei and Kunming, China,

Sasseur REIT has reported a DPU of 1.822 cents in 2022 Q 1, 3.58% higher than the year before. It is the highest Q1 DPU since listing.

It's income was up by 4.7% YoY, another record high. Its aggregate leverage stood at 26.2% with a weighted average cost of debt of 4.4% per annum.

The REIT’s net asset value (NAV) per unit stood at 99.22 cents as at end-March. Unitholders will receive their distributions on June 28.

Looking ahead, the REIT manager has laid out plans for its next growth phase. For like attracting shoppers through digitalisation, seeking opportunities to consolidate higher ownership, sharpening the appeal of its outlets to take advantage of the strong domestic consumption……

The YTD in 2022 is -0.08%. Do you think this REITs will benefit from the improvement of luxury discount consumption in the future?

10. $KEPPEL REIT(K71U.SI)$

Keppel REIT is one of Asia's leading REITs with a portfolio over $8 billion of Grade A commercial assets in Singapore, Sydney, Melbourne, Brisbane and Perth, as well as Seoul, South Korea.

Of cos DCs have a large depandance on energy but as tech companies rallies, the need for data storage is in demand ,have confident if long term prospects despite its short term weakness.

The REIT had also completed a couple of acquisitions last year, including aninvestmentin the bonds and preference shares of M1 and the purchase of a second data centre in London.

These yield-accretive acquisitions should boost DPU for this year. Business and Earnings update

Keppel DC REIT used to trade at a trailing 12-month distribution yield of 2.7%, and now sports a forward distribution yield of 5.1%.

The data centre REIT recently close to its 52-week low, YTD in 2022 is 6.72%, do you agree with tiger is a good opportunity to accumulate more?

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